Why China's aluminum capex stays so low
What Tianshan’s latest expansion tells us about China’s unique playbook for cheap smelter builds.
Tag: Production
Allison Transmission acquires Dana’s off-highway arm: Implications for Aluminum and Indiana’s industrial base
Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.
AMU PATH Fireside Chat: Bumper-to-bumper breakdown of aluminum’s changing role in today’s vehicles
The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.
FERC rejects MISO proposals for breaking interconnection backlog
We are no closer to breaking the bottleneck of stranded generation seeking connection to the grid.
Aluminum in motion: What May 2025 means for your next move
May moved the market. Are you ready for June?
Calling my shot: The Capral clue in Tennessee
Capral may not have announced it yet – but I’m betting they’ll be hanging their name on this Tennessee project before long.
UBC scrap spreads: A market caught between a thaw and a simmer
While spreads in the 66-67% range offer relief from the 82-83% squeeze seen earlier this year, they’re resting on a delicate equilibrium.
Week-in-review: Smelters, scrap, and a squeeze play
Terminal markets firmed up amid new smelting announcements, tightening bauxite expectations, and jittery macro signals.
Middle East trades and the $4 billion smelter for Oklahoma
Since March 21 when UAE announced plans to invest $1.4 trillion in the US, including an aluminum smelter, the market has been waiting for details. Now, we have some.
Traxys teams up with Pure Aluminum, Consortium Metals to boost US recycled aluminum production
The partnership could reshape how recycled aluminum is processed and delivered to customers across the United States.